Sir, how can we change the reference number to our preferred number, for example, 500?
Hi @Faizkhan0077,
I have moved your question to the public forum, where it should have been asked.
Anyway, you cand directly change the reference by editing the Reference field like this:
If the field is greyed out, that’s because the auto reference checkbox is checked. You need to uncheck it first
Currently, my auto reference number is starting from 313,193. I would like to ask if it is possible to reset or change it to start from 500 instead.
Please let me know if this can be done or if any steps are required from my side.
Thank you for your support.
The auto reference feature searches for the highest number used and then adds 1
So if you have a number such as 313193, then it is not possible to start afresh from 500
What is 313193 - where did it come from?
You might want to use
Batch Update (https://www.manager.io/guides/batch-operations)
to fix all the Invoice numbers at once.
You would want to clear all the reference numbers using Batch Update. And you would want to find the column with the heading AutomaticReference. Make all entries TRUE in AutomaticReference. Finish this batch operation.
At this point, I think you can open the first, earliest invoice and set the first invoice number.
I did not try this procedure. If it does not work, I think using the batch operation to set all the invoice numbers in a spreadsheet will work in any case.
Batch operations are a very useful feature in Manager Accounting.
Take care what ‘Key’ Manager is using to identify records.
And make sure you have an up to date backup BEFORE using batch update - a small slip in Excel could mess up your accounts in no time at all
I agree with the good advice from Patch and Joe91.